Paralegal/Legal Coordinator

at  Meketa Investment Group

Paralegal / Legal Coordinator
Summary:
The Paralegal / Legal Coordinator for Meketa Fiduciary Management (“MFM”) and the Meketa Private Markets team will be responsible for all aspects of closing new investments based on investment decisions approved from the MFM Investment Committee, as well as Meketa clients. This position supports Meketa’s internal Legal Counsel in a variety of transactional, administrative and corporate functions, including assisting with preparation of private equity, debt and venture capital investment documents. In addition, this position will coordinate the closing process for private markets investments and perform a wide variety of other legal-related tasks of varying responsibility.
The ideal candidate will be organized, innovative, and a strategic problem solver! The candidate should have an interest in learning about private equity, hedge fund, and public investments.
The position reports to the firm’s Private Markets Legal Counsel.

Responsibilities:

• Assist in the preparation of investment documents and handle the closing logistics for various alternative investment transactions; this includes the completion of alternative investment documentation (e.g., subscription agreements, deeds of adherence, know-your-customer/anti-money laundering requirements, CRS/FATCA forms, consents, amendments and most-favored nation elections)
• Review and comment on non-disclosure agreements
• Assist with compliance filings
• Connect with clients and outside counsel via phone and email; work with clients to acquire signatures on legal documents
• Assist with the preparation of service, vendor, non-disclosure and other contracts and amendments
• Draft simple to sophisticated legal documents and forms; apply track changes, formatting, and styles; proofread, format, edit, label and redact documents; and compare documents to produce redlines
• Fulfill any and all other duties as assigned

Position Requirements:

• Bachelor’s degree required
• Must have a minimum of three years of experience working on transactional matters, preferably in-house or in finance
• Self-starter who is able to learn on the job
• Ability to optimally work with senior-level internal personnel, board members, outside counsel, clients and partners
• Excellent written and oral communication skills
• High attention to detail
• Excellent organizational skills
• Ability to multi-task and handle contending priorities
• Strong computer skills, including Word, Excel and PowerPoint

About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us

• Assist in the preparation of investment documents and handle the closing logistics for various alternative investment transactions; this includes the completion of alternative investment documentation (e.g., subscription agreements, deeds of adherence, know-your-customer/anti-money laundering requirements, CRS/FATCA forms, consents, amendments and most-favored nation elections)
• Review and comment on non-disclosure agreements
• Assist with compliance filings
• Connect with clients and outside counsel via phone and email; work with clients to acquire signatures on legal documents
• Assist with the preparation of service, vendor, non-disclosure and other contracts and amendments
• Draft simple to sophisticated legal documents and forms; apply track changes, formatting, and styles; proofread, format, edit, label and redact documents; and compare documents to produce redlines
• Fulfill any and all other duties as assigne